Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.7K Sell
815
-125
-13% -$10.2K ﹤0.01% 1007
2025
Q1
$91.7K Buy
940
+381
+68% +$37.2K ﹤0.01% 794
2024
Q4
$50K Buy
559
+134
+32% +$12K ﹤0.01% 915
2024
Q3
$46.6K Buy
425
+126
+42% +$13.8K ﹤0.01% 896
2024
Q2
$24K Sell
299
-101
-25% -$8.11K ﹤0.01% 1007
2024
Q1
$24.9K Buy
400
+247
+161% +$15.4K ﹤0.01% 1010
2023
Q4
$9.49K Hold
153
﹤0.01% 1301
2023
Q3
$10.6K Sell
153
-3
-2% -$208 ﹤0.01% 1276
2023
Q2
$13.1K Buy
+156
New +$13.1K ﹤0.01% 1225